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Established thought leaders with verified media credentials.
"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.
Unknown Host hosts Who's Really the BOSS?.
Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exiting their companies. They cover pricing, onboarding fee
Fletcher Wimbush of Discover.ai returns to break down his FACT system for hiring at accounting firms: Focus, Attract, Candidate Evaluation, and Training. He explains why most firms don't have a job posting problem, they
Marcus and Rachel break down how Dillon Business Advisors moved from an owner-led firm to a director-led one, walking through the seven components they use to define every director role, from ownership and KPIs to the we
Marcus is back from five weeks on the conference circuit, from Collective's Recharge to Intuit and ADP councils to Accounting Today's Firm Growth Forum, and he and Rachel unpack what it signals for firms. They cover the
Marcus and Rachel publicly unveil Streamlined OS, the operating system Collective by DBA built specifically for accounting firms to connect strategy, execution, measurement, and improvement in one place. They walk throug
Marcus and Rachel introduce the Automation Idea Generator from Collected by DBA, a free tool designed to help accounting firm teams identify what to automate, assess ROI, and get started without hiring a consultant. The
Sponsors Discover.AI - discover.ai Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered te
Marcus and Rachel introduce their rally cry for 2026, "lead change, create impact," and share the four Ps framework (Purpose, Picture, Plan, and Part) they've adopted at DBA and Collective to guide their team through rap
Marcus and Rachel Dillon pick up where they left off, walking through the third major chapter of Dillon Business Advisors: from the shift to fully remote work and the development of their Team of Three model, to two stra
Marcus and Rachel Dillon reflect on 15 years of Dillon Business Advisors, tracing the firm's origins from a cold-letter acquisition of a $400K book in 2011 through two distinct five-year chapters of growth, tough lessons
Sandra Koch founded Aurora Consulting Group in 2011 and spent years chasing the dream of a beautiful brick-and-mortar office — then sold the building, went fully remote, and eventually moved to a small coastal town in Ba
Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full
Tax season doesn't have to mean overtime, blackout dates, and pizza-party morale boosts. Marcus and Rachel walk through the operational decisions and team structures that keep DBA running at 36 hours a week year-round. F
Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment processor transitions and the decision to space deals 90
Rachel and Marcus unveil the DBA Impact Fund, a donor-advised fund through National Christian Foundation that channels 1% of every revenue dollar toward charitable causes. They share how they chose Living Water Internati
Marcus and Rachel break down the five essential KPIs that drive firm value, using real data from over 200 accounting firms. They reveal how the average firm in their network decreased owner production hours by 12% while
Rachel and Marcus break down their year-end team retreat planning process, from the leadership framework they used to set 2026 goals to the logistics of bringing 25+ remote team members together. They share what they cel
Nick Liguori shares how he transformed his New Hampshire accounting firm into a med spa specialist, growing to seven employees and approaching $1 million in revenue within five years. He discusses the strategic decision
Marcus and Rachel recap Gather 2025, their fall event that brought 105 firm owners, leaders, and team members together in Grapevine, Texas. They walk through the four Ps framework for change management (purpose, picture,
James and Cindy Buss join Rachel and Marcus to share their 20-year journey building Buss CPA in Hartford, South Dakota, from surviving the 2008 recession to transforming their business model around fixed-fee engagements.
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Who's Really the BOSS? is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
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